Transactions not downloading after moving to a new computer.

jason.groff's Avatar

jason.groff

20 Feb, 2021 04:19 PM

I moved Moneydance to my new Mac (following the instructions on the website) and multiple accounts from one institution are not downloading new transactions now. What should I do to fix this?

  1. Support Staff 1 Posted by Ethan on 20 Feb, 2021 10:05 PM

    Ethan's Avatar

    Hello,

    Which specific bank(s) are you having trouble connecting to? Are you receiving any error messages, and if so what are they? Which version of Moneydance and operating system are you using?

    Ethan
    Infinite Kind Support

  2. 2 Posted by jason.groff on 20 Feb, 2021 10:07 PM

    jason.groff's Avatar

    It seems to only be USAA. No errors, I even tried redoing the password, but it’s not downloading new items (and there are definitely new ones).

    This is affecting a checking and a credit card.

  3. Support Staff 3 Posted by Ethan on 20 Feb, 2021 10:38 PM

    Ethan's Avatar

    Unfortunately, USAA decided to suddenly and arbitrarily drop their support for direct OFX connections a few weeks ago, which Moneydance and other similar programs require in order to communicate directly and securely with bank servers. Moving to a new computer wasn't the issue, that's just a coincidence. We're trying to work with them to reverse this decision and resolve this, but they unfortunately haven't been that communicative with us. I've flagged this thread, and will post any updates to the situation when we have them.

    If you're interested, the main public forum thread where other fellow customers are discussing this issue is at: https://infinitekind.tenderapp.com/discussions/online-banking/17962.... It unfortunately seems that USAA hasn't been that responsive to most customer's complaints about this issue as well.

    Ethan
    Infinite Kind Support

  4. 4 Posted by jason.groff on 21 Feb, 2021 01:01 AM

    jason.groff's Avatar

    Ah, that is unfortunate and odd timing. I will write them to let them know I miss it. Is there any sort of import that would be the equivalent of downloading transactions that I could research?

  5. 5 Posted by dtd on 21 Feb, 2021 11:04 PM

    dtd's Avatar

    just a user
    USAA now only offers CSV downloads, which are not as good as OFX downloads, especially automatic ones. However CSV import does work, as long as you configure the CSV import to match the file.

    https://infinitekind.tenderapp.com/discussions/online-banking/17962-cant-download-usaa-transactions/page/9#comment_49032825

    There are OFX tools that are connecting to the new Quicken only OFX area (USAA now only supports quicken) and doing the same with moneydance is being worked on as well.

  6. 6 Posted by Stuart Beesley ... on 10 Mar, 2021 06:52 AM

    Stuart Beesley (Mr Toolbox)'s Avatar
  7. System closed this discussion on 09 Jun, 2021 07:00 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

23 May, 2022 08:42 PM
23 May, 2022 07:41 PM
23 May, 2022 07:40 PM
23 May, 2022 07:20 PM
23 May, 2022 07:18 PM